Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
USLM (United States Lime & Minerals, Inc.) -10.41% 1.48% 42.90% 31.81% 27.47% 21.01% 16.35% … …
Data as of 06/04/2026, Common starting date is 03/18/1980
More Performance Analytics Comparison
Name Start Date End Date
USLM (United States Lime & Minerals, Inc.) 03/18/1980 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) -3.73 1.48 42.90 31.81 27.47 21.01 16.35 … … -10.41 -9.59 188.91 64.34 9.84 13.69 27.15 42.93 -7.23 2.68 39.07 -23.86 20.14 29.82 -21.62 42.69 21.99 44.17 -21.06 0.66 13.86 133.27 68.13 84.95 -33.03 15.42 -31.19 -3.45 -1.69 -15.71 0.00 45.83 20.00 33.33 -25.00 25.00 -44.83 -23.68 130.30 -30.28 5.97 9.84 10.91 5.77 15.56 -2.17 -6.12
Sharpe Ratio NA 0.20 1.11 0.85 0.75 NA NA … … -0.28 -0.33 4.59 1.99 0.28 0.43 0.40 1.38 -0.45 0.09 1.90 -0.72 0.73 1.22 -0.64 1.14 0.60 0.84 -0.33 -0.07 0.28 2.04 1.23 0.96 -0.48 0.18 -0.44 -0.13 -0.08 -0.35 -0.09 0.58 0.25 0.33 -0.29 0.18 -0.52 -0.36 2.39 -0.57 0.04 0.16 0.08 -0.02 0.25 -0.64 -0.70
Standard Deviation(%) NA 41.05 39.23 35.87 36.55 NA NA … … 48.12 38.29 40.38 30.84 30.23 31.98 66.75 30.02 19.18 21.45 20.50 33.12 27.42 24.51 33.99 37.29 36.43 52.28 66.77 34.04 37.91 64.30 54.54 87.92 71.60 74.27 81.20 52.94 60.74 55.37 41.18 72.60 67.40 95.37 95.17 113.51 97.23 82.20 52.14 60.41 37.36 27.83 45.37 32.09 31.04 19.94 22.59
Draw Down(%) NA 26.55 45.87 45.87 45.87 NA NA … … 26.55 35.80 18.58 13.91 21.61 27.01 33.05 16.46 17.98 24.76 15.17 37.87 17.94 15.67 37.72 15.67 16.77 29.47 51.76 27.91 20.29 33.68 30.11 29.00 33.79 27.70 49.14 34.25 33.79 29.17 47.01 12.12 16.28 31.25 45.45 31.25 56.67 35.71 18.75 44.23 16.87 16.39 24.64 33.78 24.44 29.82 23.64
Yield(%) 0.00 0.23 0.24 0.42 2.12 2.36 2.10 … … 0.10 0.20 0.26 0.58 0.61 0.56 0.72 8.66 0.73 0.96 0.96 0.73 0.88 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.39 1.95 2.11 1.53 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USLM (United States Lime & Minerals, Inc.) -28.93%
Jun 1989 – Jun 1992 		-18.96%
Jun 1996 – Jun 2001 		-4.49%
Sep 1989 – Sep 1999 		-3.59%
Apr 1988 – Apr 2003
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USLM (United States Lime & Minerals, Inc.) 112.57%
May 2003 – May 2006 		61.63%
Jun 2003 – Jun 2008 		32.84%
Sep 2015 – Sep 2025 		24.55%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return